PRO 2023

You can find updated Q3 bioHF holdings data at app.bpiq.com/hedgefunds

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH.

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BACKGROUND

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See our post " Two Strategies to Make Money in a Biopharma Down Market " for key strategies to make money regardless of whether XBI is in an upward or downward trend

At BPIQ, our goal is to help you make money investing in smid-cap biopharma stocks

In honor of the Obesity week conference, which starts tomorrow:

As a reminder, we are biopharma investors just like you. All of our Elite and Amp portfolios show percent holdings of real money accounts of our co-founder, Manny Vacchiano, JD, PhD. Thus, we are always looking to improve their performance and identify new strategies, including those that are more effective in this current down cycle for biopharma stocks.

Repeating and expanding a bit on a post I just made in our discord chat here: One other comment re: $SRPT, I was looking at possible magnitude up and down on their upcoming big mover readout at end of year. On the one hand, they are already a $10B company so how much higher can they go? Well they have around $1B of annual revenue now, so they are trading at around 10x current revenue, which is not crazy. And if they get approval for all age groups, their addressable market fo

Valuable insights into ALDX

We have gone through the Q2 2023 financial reports to analysis each companies product revenue to see:

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Nearing 5 yrs since Reduce- It results

BIOPHARMA STOCK NEWS FLASH

Consistent with top 36 biopharma hedge funds

Conclusion: Mixed positive Positives: Efficacy ACU193 appears to reduce plaque @ highest dose levels AFAIK 1st time plaque reduction shown by binding oligomers ABOS concludes plaque reduction similar to “approved BA Abs” Plaque clearance data only out to ~3 months so hard to know Donanemab is probably best at clearing plaque ( See comparative table ) Serum pK looks good for monthly dosing Assay Csf target engagement assay Looks like it works well enough to help clin dev Impre

But, which is the best?

Overview: • One of my favorite under the radar companies • Huge upside • Difficult FDA approval behind them   ⇒ Typical for drug device combo   ⇒ 2 CRLs • But still high risk/high reward stock Details: Single drug company • Furoscix   ⇒ SubQ furosemide via on body infusor   ⇒ Diuretic for fluid build up in chronic heart failure • Early commercial - Launched Feb ‘23 • Market opp $7B Sales Pitch: Large cost savings for Medicare & insurers ✔️Patients stay home instead of IV @ ho

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